Innova Wealth Partners’s Lockheed Martin LMT Stock Holding History

Innova Wealth Partners’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Buy	619 +7	+1%	+$3.78K	0.13%	134
2026 Q1	$370K	Buy	612 +1	+0.2%	+$616	0.18%	100
2025 Q4	$296K	Buy	611 +61	+11%	+$29.2K	0.15%	107
2025 Q3	$275K	Sell	550 -34	-6%	-$15.4K	0.15%	95
2025 Q2	$271K	Buy	584 +41	+8%	+$19.2K	0.16%	81
2025 Q1	$243K	Sell	543 -10	-2%	-$4.6K	0.15%	86
2024 Q4	$269K	Buy	+553	New	+$301K	0.17%	74
2024 Q3	–	Sell	-530	Closed	-$248K	–	110
2024 Q2	$248K	Buy	530 +31	+6%	+$14.3K	0.18%	71
2024 Q1	$227K	Buy	+499	New	+$219K	0.18%	70

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Innova Wealth Partners's LMT Position: Q2 2026 in Review

Innova Wealth Partners increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $3.78K and bringing the position to 619 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #134.

Innova Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $370K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Innova Wealth Partners held 619 shares of Lockheed Martin worth $315K as of Q2 2026.
Innova Wealth Partners bought 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
Lockheed Martin made up 0.13% of Innova Wealth Partners's portfolio in Q2 2026, its #134 holding.
Innova Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
Innova Wealth Partners's Lockheed Martin position peaked at $370K in Q1 2026.
1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.